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JPMorgan Chase

5,061 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 2,117 increasing their positions, 2,275 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 177

7% less repeat investments, than reductions

Existing positions increased: 2,117 | Existing positions reduced: 2,275

1.05% less ownership

Funds ownership: 73.33%72.28% (-1%)

1% less funds holding

Funds holding: 5,1255,061 (-64)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.3B)

15% less funds holding in top 10

Funds holding in top 10: 938795 (-143)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,061
Holders Change
-64
Holders Change %
-1.25%
% of All Funds
62.15%
Holding in Top 10
795
Holding in Top 10 Change
-143
Holding in Top 10 Change %
-15.25%
% of All Funds
9.76%
New
206
Increased
2,117
Reduced
2,275
Closed
177
Calls
$8.1B
Puts
$10.8B
Net Calls
-$2.71B
Net Calls Change
-$1.48B
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
3426
Doheny Asset Management
California
$1.18M
BOM
3427
Bank of Marin
California
$1.18M -$24.3K -80 -2%
SGWM
3428
Sterling Group Wealth Management
California
$1.18M +$10K +33 +0.8%
LAS
3429
LWM Advisory Services
Florida
$1.18M -$105K -345 -8%
KWM
3430
Kingsman Wealth Management
Florida
$1.18M -$7.59K -25 -0.6%
DWM
3431
Dogwood Wealth Management
Kansas
$1.18M -$189K -623 -13%
WDA
3432
Wendell David Associates
New Hampshire
$1.18M
FFG
3433
Fiduciary Financial Group
California
$1.18M -$117K -384 -9%
GA
3434
Greenhaven Associates
New York
$1.18M
MHP
3435
Manatuck Hill Partners
Connecticut
$1.18M +$1.21M +4,000 New
BBPWM
3436
Blue Bell Private Wealth Management
Pennsylvania
$1.17M +$53.4K +176 +5%
EPM
3437
Elm Partners Management
Pennsylvania
$1.17M +$7.28K +24 +0.6%
CWM
3438
Challenger Wealth Management
California
$1.17M -$3.04K -10 -0.2%
PA
3439
Planning Alternatives
Michigan
$1.17M +$298K +983 +33%
FC
3440
FCA Corp
Texas
$1.17M -$114K -375 -9%
KFS
3441
Krane Financial Solutions
California
$1.17M +$1.21M +3,983 New
CPM
3442
Connective Portfolio Management
New York
$1.17M -$1.06M -3,500 -47%
RWA
3443
Rooted Wealth Advisors
Illinois
$1.17M +$63.7K +210 +6%
FSWA
3444
Financial Synergies Wealth Advisors
Texas
$1.17M +$870K +2,867 +259%
CFP
3445
Cascade Financial Partners
California
$1.17M -$18.2K -60 -1%
IAAG
3446
Innovative Asset Advisors Group
Connecticut
$1.17M +$1.21M +3,971 New
TFGT
3447
TS Financial Group (TSFG)
Illinois
$1.17M -$31.6K -104 -3%
HBFP
3448
Henderson Brothers Financial Partners
Pennsylvania
$1.17M +$1.2M +3,968 New
AIIMS
3449
Analyst IMS Investment Management Services
Israel
$1.17M +$37.9K +125 +3%
IFA
3450
Independence Financial Advisors
New Hampshire
$1.17M -$94.7K -312 -7%

JPM Hedge Fund Activity: Q1 2026 in Review

5,061 of the 8,143 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2026, worth a combined $573B — down 11% from $640B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new JPM positions and 177 closed out — a net gain of 29 holders — while 2,117 added to existing stakes and 2,275 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $2.85B. The largest seller was Capital International Investors, cutting an estimated $4.26B.

  • 5,061 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,125 in Q4 2025.
  • Funds reported $573B of JPMorgan Chase stock for Q1 2026, down 11% quarter-over-quarter.
  • 206 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +29 holders.
  • The largest JPMorgan Chase buyer in Q1 2026 was SG Americas Securities, an estimated $2.85B added.
  • The largest JPMorgan Chase seller in Q1 2026 was Capital International Investors, an estimated $4.26B sold.

Based on aggregated 13F filings for Q1 2026.